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EAGLESON ARNDT FINANCIAL ADVISORS
EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD 134098 · SEC 801-132373
100 E. THOUSAND OAKS BLVD, SUITE 174, THOUSAND OAKS, CA, 91360, United States
Phone
805-496-8450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$106.6M
Discretionary AUM
$106.6M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117 | $25.3M |
| High net worth individuals | 37 | $79.1M |
| Pension/profit sharing plans | 1 | $2.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD